Broker Check

Events

Making the Most of Your IRA 05/13/2021 12 PM PST

Making the Most of Your IRA and some of the common and costly IRA mistakes

Please click the button below to register. After registering, you will receive a confirmation email containing information about joining the webinar.

HEALTHCARE: PLAN FOR THE COSTS IN RETIREMENT  05/19/2021 12 PM PST

NEARLY 70% OF PRE- RETIREES IDENTIFYTHE COST OF HEALTHCAREAS ONE OF THE BIGGEST CONCERNS ABOUT RETIREMENT. WHILE MEDICARE WILL COVER A LOT OF OUR RETIREMNT HEALTH CARE EXPENSES, IT DOESN'T COVER EVERYTHING. THIS PRESENTATION WILL HELP YOU UNDERSTAND YOUR OPTIONS AND MAKE A PLAN TO COVER YOUR HEALTH CARE COSTS IN RETIREMENT.

Please click the button below to register. After registering, you will receive a confirmation email containing information about joining the webinar.

Investing Today and Keeping Perspective in Volatile Markets 06/03/2021 12 PM PST

Want to learn how you can tune out news that interferes with future financial plans?
Looking for tools that can help you keep perspective when markets turn volatile?
You’re invited to a complimentary seminar on this timely topic. Learn key principles for
feeling more confident when evaluating financial decisions. The session will cover how to:
• Evaluate volatility
• Consider and tune out noise
• Understand one’s threshold when it comes to losses
• Focus on what can be controlled

Please click the button below to register. After registering, you will receive a confirmation email containing information about joining the webinar.

NAVIGATING TODAY'S TAX ENVIRONMENT 06/17/2021 12 PM PST

Let’s talk about your taxes today and how they are changing this year. Learn how to look at your portfolio through a tax-efficiency lens and see what you can do to help manage the taxes on your investments.

Please click the button below to register. After registering, you will receive a confirmation email containing information about joining the webinar.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

SOCIAL SECURITY: THE CHOICE OF A LIFETIME 06/10/2021 12 PM PST

Do you have a plan for Social Security? Do you know when it makes sense for you to claim your retirement benefits? Have you considered spousal or survivors' benefits? This presentation will increase your Social Security knowledge and show you tools you can use to figure out what's right for you.

Please click the button below to register. After registering, you will receive a confirmation email containing information about joining the webinar.

MANAGING THE TAXES ON YOUR RETIREMENT INCOME 07/13/2021 12 PM PST

According to a recent NRI survey, 63% of pre-retirees report that they are concerned about having a tax plan for retirement. The good news is that with a little bit of planning, you may be able to reduce the bite of taxes on your retirement income. This presentation will review the different types of accounts you can use to save for retirement, and how they can impact your retirement tax bill.

Please click the button below to register. After registering, you will receive a confirmation email containing information about joining the webinar.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

WOMEN AND RETIREMENT 07/21/2021 12 PM PST

Women face unique challenges in preparing for retirement, such as potentially lower Social Security benefit, the rising cost of health care, and increased longevity. This presentation will help both women and married couples prepare to meet those challenges.

Please click the button below to register. After registering, you will receive a confirmation email containing information about joining the webinar.

HELPING YOU PLAN FOR LONG-TERM CARE 08/10/2021 12 PM PST

Over 70% of adults will need some form of long-term care during their lifetimes. If it happened to you or your spouse, what would that mean? Who would provide your care? Would you be able to stay in your home? What if you need nursing home care? Join us as we help you plan for long term care.

Please click the button below to register. After registering, you will receive a confirmation email containing information about joining the webinar.

The Convergence of Health & Wealth: Health Savings Accounts 08/18/2021 12 PM PST

Health Savings Accounts are rapidly growing in popularity. They offer people enrolled in high deductible health plans the option of savings for health care in a “triple tax free” account. Join us as we take a look at the Health Savings Accounts- the convergence of health and wealth.

Please click the button below to register. After registering, you will receive a confirmation email containing information about joining the webinar.